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Shy-Ann Arkinstall

AUTHOR | No. of articles: 611

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News

Advisers’ expectations low leading up to budget but clients still ha...

25 March 2025 • Hits: 161
Ahead of the 2025 federal budget on Tuesday, a poll has found that clients are concerned about how the budget will impac...Read More

News

HTL Private Office expands client offering with platform partnership

24 March 2025 • Hits: 287
The Sydney-based advice firm has announced a partnership with HeirWealth to help its advisers better meet the needs of t...Read More

News

The ability to attract clients and talent crucial to business growth

21 March 2025 • Hits: 283
According to a financial adviser, fundamental changes in the Australian market over recent years have advisers “holdin...Read More

News

Adviser churn continues as Centrepoint benefits from Sequoia exits

21 March 2025 • Hits: 365
According to Wealth Data tracking, Centrepoint Alliance has added multiple advisers from rival licensee Sequoia. ...Read More

News

Financial advice key to retiring debt-free: CFS

21 March 2025 • Hits: 336
As rocketing house prices continue to put pressure on Australia’s hopeful home owners, new research has shown that mor...Read More

News

CFS expands investment menu with international managed accounts

20 March 2025 • Hits: 253
Amid rising demand for managed accounts and global investing opportunities, CFS has unveiled further expansions to its i...Read More

News

AstuteWheel launches tool to improve adviser-client communication

20 March 2025 • Hits: 208
The Australian financial advice software provider has unveiled a new tool to help advisers determine clients’ preferre...Read More

Risk

FAAA argues a ban on genetic testing in insurance will harm existing p...

19 March 2025 • Hits: 406
According to the FAAA, a ban on the use of genetic testing results by insurers will drive up premiums for existing polic...Read More

Risk

Commissions and clawbacks: The biggest hurdles for holistic advisers i...

19 March 2025 • Hits: 469
Commissions have dominated discussions regarding risk advice reform of late, however, a risk industry specialist has arg...Read More

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